Australia 2021 – All Parts (Webinar Series)

This is a four-part series on the tax consequences of doing business and investing in Australia, from both a New Zealand and an Australian perspective.

Buy whole four-part series or individual sessions.

Shareable Connections
We have increased the number of simultaneous logins to 4 connections to account for increasing numbers of personnel working from home.
This means your staff can access the live event from up to 4 separate devices at the same time. If your firm has more than 4 staff wishing to
participate, they can still log in with your details for the recording (which is available using the same link and is ready 1 hour after the live broadcast).
The recording will also have a 4 simultaneous login limit.

Please note revised dates and corrected topics…

Event Venue Date Description
Australia 2021 - All Parts (webinars) Online Webinar
  • 4 May 2021 2:00 pm
(more…) Register
Australia 2021 #2: NZ'ers Doing Business in Australia: NZ Tax Consequences Online Webinar
  • 4 May 2021 2:00 pm

This is Part 2 of a four-part series on the tax consequences of doing business and investing in Australia, from both a New Zealand and an Australian perspective. Register for the FULL SERIES here (more…)

Register
Australia 2021 #3: NZ'ers Investing in Australian Assets: Australian Tax Consequences Online Webinar
  • 18 May 2021 2:00 pm

This is Part 3 of a four-part series on the tax consequences of doing business and investing in Australia, from both a New Zealand and an Australian perspective. Register for the FULL SERIES here (more…)

Register
Australia 2021 #4: NZ'ers Investing in Australian Assets: NZ Tax Consequences Online Webinar
  • 17 June 2021 2:00 pm

This is Part 4 of a four-part series on the tax consequences of doing business and investing in Australia, from both a New Zealand and an Australian perspective. Register for the FULL SERIES here (more…)

Register

Australia 2021: Part 1

NZ’ers Doing Business in Australia: Australian Tax Consequences

In today’s global economy, it is not uncommon for New Zealanders to do business in Australia. Doing business “across the ditch” is an opportunity to diversify your business activities. However, there are many issues New Zealanders need to be aware of when conducting business in Australia. 

This webinar will consider a variety of Australian tax issues that may be relevant for New Zealand businesses operating in Australia such as:

  • What type of business structure would be most suitable to your circumstances when setting up and running a business in Australia?
  • How do Australian tax residency rules operate to tax your business or the profits from your business in Australia?
  • What are some of the most important tax issues for conducting a business through a company, trust or as sole trader in Australia?
  • How are limited liability partnerships treated in Australia? 

Upon satisfactory completion of this webinar you will be able to:

  • Have a better understanding of the Australian tax issues affecting New Zealanders carrying on a business in Australia
  • Identify potential risk areas and to know when to talk to an Australian tax adviser to minimise tax risks.

Suited to…

Anyone who is interested in or who knows someone who is interested in setting up or carrying on a business in Australia.

Australia 2021: Part 2

NZ’ers Doing Business in Australia: NZ Tax Consequences

As New Zealand’s nearest neighbour Australia is often the first overseas market in which a New Zealand business will establish a branch or subsidiary. Setting up and doing business in Australia brings with it complexities including taxation considerations for any business. In addition to meeting its tax obligations in Australia, the business needs to consider how the New Zealand tax law deals with the Australian business, cross-border transactions between the Australian and New Zealand business, and repatriation of income to New Zealand. 

 This webinar will consider some to the many New Zealand tax issues that may arise when New Zealanders are doing business in Australia including how the business is structured, and how the New Zealand tax rules will apply.

Learning Outcomes: Attendees will obtain a better understanding of the New Zealand tax issues when looking to do business in Australia, resulting in an ability to better advise on these matters and how to structure for the implications.

Attendees will be aware of:

  • key tax issues to consider when setting up and conducting business in Australia
  • tax obligations that may arise out of cross-border transaction between the New Zealand and Australian business
  • tax and structure considerations around income repatriation.

Suited to…

Accountants, lawyers and business advisors at all levels.

Australia 2021: Part 3

NZ’ers Investing in Australian Assets – Australian Tax Consequences

We all know that New Zealanders love rugby and to invest in property. Investing in property in Australia is an opportunity to diversify your property portfolio and potentially get a cheaper place to stay when travelling to Australia (whether to watch rugby or not).

However, there are many issues New Zealanders need to be aware of when investing in Australian property. This webinar will alert you about some of the issues and tax risks involved from an Australian tax perspective when investing in Australian property as well as other CGT assets.

Issues covered include:

  • An overview of the Australian capital gains tax (CGT) system
  • An overview of the Australian main residence exemption and who can qualify
  • The determination of an individual’s tax residency and the interaction with the CGT system
  • Foreign resident withholding on property purchases
  • Foreign ownership surcharges

Upon satisfactory completion of this webinar you will be able to:

  • Have a better understanding of the Australian tax issues affecting New Zealanders investing in Australian property
  • Identify potential risk areas and know when to talk to an Australian tax adviser to minimise tax risks

Suited to…

Anyone who is interested in or who knows someone who is interested in investing in Australian property.

Australia 2021: Part 4

NZ’ers Investing in Australian Assets – NZ Tax Consequences

We all know that New Zealanders love to invest, whether that is in property or in other assets. Investing in assets in Australia is an opportunity to diversify the property portfolio and potentially get a better return. However, there are many issues New Zealanders need to be aware of when investing in overseas assets including tax obligations both in NZ and overseas, the application of the Brightline Test, withholding tax obligations, the implications of the financial arrangement regime and possibly also the Controlled Foreign Company or Foreign Investment Fund rules.

This course will work through the issues from a New Zealand tax perspective when investing in assets in Australia

Learning outcome: Better understanding of the tax issues when looking to invest in Australia, resulting in an ability to better advise on these matters and to assist clients structure for the implications.

Suited to: Accountants, lawyers and business advisors at all levels.

Total CPD Hours: 5 (1.25 per session)

PRESENTERS – AUSTRALIA

Roelof van der Merwe, National Tax Director – Tax Advisory, Findex Australia

Roelof is the National Tax Director of Findex and has more than 15 years’ experience in Australia delivering practical tax and consulting services.
Roelof joined Findex after gaining experience in Big 4 and mid-tier firms.

Roelof helps to ensure that Findex stays up-to-date with the latest developments by interpreting technical tax information in a practical and
relevant manner. He has experience on a wide variety of complex tax related topics and has the ability to identify, understand and clearly
communicate how the tax law may impact business transactions and taxpayers.

Trevor Pascall, Senior Partner – Tax Advisory, Crowe Australasia

Trevor is currently Senior Partner Tax Advisory at Crowe Horwath Brisbane with lead tax responsibilities for Queensland and northern NSW.
He has a broad range of clients across a number of industry groups, including ENR, mining services, property, infrastructure, retirement villages
and not-for-profits. Trevor provides advice across the wide spectrum of tax issues, including specialist taxation advice on structuring business, investment and financing transactions, tax governance and ATO
disputes/issues, with a principal focus on income tax, resources tax and employment tax matters. Prior to Crowe Horwath, Trevor worked for KPMG
and the ATO, including 4 years as Tax Counsel. He is an active presenter at professional seminars and lecturer at The Tax institute’s formal education
courses.

Tony Marks, Tax Partner – Specialist Tax Advisory Services, Crowe Australasia

Tony has 30+ years’ experience in company, personal and not-for-profit taxation and in rural fire fighting (as both a volunteer and a staff member).
He passionately believes in always acting in a respectful, ethical, professional and honest manner, regardless of the circumstance(s).

Tony values courage; people who take ownership and remain focused, even in difficult circumstances; honour; teamwork and trust.

PRESENTERS – NEW ZEALAND

Stephen Richards, National Technical Director – Tax Advisory, Findex/Crowe

Stephen Richards is the National Technical Director of Tax Advisory for Findex/Crowe, the largest accounting firm in New Zealand specialising in
the SME/HNWI space.

Stephen has been practising in tax advisory for 20 years and is a sought-after speaker on tax topics, including for CCH and TEO Training courses and
lecturing at the University of Otago.

Stephen is renowned for making complex topics understandable.

Jarod Chisholm, Senior Partner, Findex/Crowe

Jarod is a senior partner in the Otago Tax Team for Findex/Crowe and has been a regular presenter for TEO, presenting on a wide range of topics in all
areas of tax. Jarod’s background includes working in “Big 4” firms in Australia and New Zealand in the tax domain, and working for large
corporates as a management accountant.

Jarod is recognised as an industry leader in the area of foreign investment and regularly assists other accountants/advisors with their clients. He
provides commercial, practical, tax advice in all areas of tax.

Event Venue Date Description
Australia 2021 - All Parts (webinars) Online Webinar
  • 4 May 2021 2:00 pm

(more…)

Register
Australia 2021 #2: NZ'ers Doing Business in Australia: NZ Tax Consequences Online Webinar
  • 4 May 2021 2:00 pm

This is Part 2 of a four-part series on the tax consequences of doing business and investing in Australia, from both a New Zealand and an Australian perspective. Register for the FULL SERIES here (more…)

Register
Australia 2021 #3: NZ'ers Investing in Australian Assets: Australian Tax Consequences Online Webinar
  • 18 May 2021 2:00 pm

This is Part 3 of a four-part series on the tax consequences of doing business and investing in Australia, from both a New Zealand and an Australian perspective. Register for the FULL SERIES here (more…)

Register
Australia 2021 #4: NZ'ers Investing in Australian Assets: NZ Tax Consequences Online Webinar
  • 17 June 2021 2:00 pm

This is Part 4 of a four-part series on the tax consequences of doing business and investing in Australia, from both a New Zealand and an Australian perspective. Register for the FULL SERIES here (more…)

Register